Vanguard Group

Vanguard Group Portfolio holdings

AUM $6.68T
1-Year Est. Return 28.13%
 

The Vanguard Group, founded in 1975 by John C. Bogle, is one of the world's largest investment management companies, headquartered in Malvern, Pennsylvania. As of recent years, it manages trillions in assets, offering a wide range of mutual funds, ETFs, and retirement products, catering to both individual and institutional investors. Its philosophy emphasizes low fees, diversification, and a buy-and-hold strategy, making it a dominant player in the passive investing revolution.

This Quarter Est. Return
1 Year Est. Return
+28.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$952B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,794
New
Increased
Reduced
Closed

Top Buys

1
+$20.1B
2
+$17.6B
3
+$12.4B
4
CVX icon
Chevron
CVX
+$11.8B
5
JNJ icon
Johnson & Johnson
JNJ
+$11.4B

Top Sells

No sells this quarter

Sector Composition

1 Financials 13.88%
2 Technology 12.78%
3 Healthcare 11.44%
4 Industrials 10.58%
5 Energy 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2626
$5.35M ﹤0.01%
+1,704,138
2627
$5.35M ﹤0.01%
+304,291
2628
$5.34M ﹤0.01%
+47,389
2629
$5.34M ﹤0.01%
+604,405
2630
$5.33M ﹤0.01%
+662,960
2631
$5.32M ﹤0.01%
+311,555
2632
$5.32M ﹤0.01%
+2,086,991
2633
$5.3M ﹤0.01%
+526,692
2634
$5.29M ﹤0.01%
+964
2635
$5.29M ﹤0.01%
+293,472
2636
$5.26M ﹤0.01%
+357,140
2637
$5.25M ﹤0.01%
+30,078
2638
$5.24M ﹤0.01%
+311,030
2639
$5.24M ﹤0.01%
+736,163
2640
$5.24M ﹤0.01%
+333,076
2641
$5.23M ﹤0.01%
+479
2642
$5.21M ﹤0.01%
+983,691
2643
$5.21M ﹤0.01%
+335,667
2644
$5.2M ﹤0.01%
+3,152,471
2645
$5.2M ﹤0.01%
+696,406
2646
$5.19M ﹤0.01%
+124,553
2647
$5.16M ﹤0.01%
+331,084
2648
$5.16M ﹤0.01%
+500,165
2649
$5.11M ﹤0.01%
+541,508
2650
$5.11M ﹤0.01%
+3,676,895
104 105
106
107 108